GI

GAMMA Investing Portfolio holdings

AUM $1.81B
1-Year Est. Return 26.41%
This Quarter Est. Return
1 Year Est. Return
+26.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.46M
3
+$7.58M
4
META icon
Meta Platforms (Facebook)
META
+$3.72M
5
AMZN icon
Amazon
AMZN
+$3.58M

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1M
4
CVX icon
Chevron
CVX
+$213K
5
CNP icon
CenterPoint Energy
CNP
+$165K

Sector Composition

1 Technology 24.31%
2 Financials 11.77%
3 Healthcare 9.71%
4 Industrials 7.9%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$14.5K ﹤0.01%
242
+11
2027
$14.4K ﹤0.01%
521
+258
2028
$14.4K ﹤0.01%
660
+188
2029
$14.3K ﹤0.01%
832
+204
2030
$14.3K ﹤0.01%
1,710
+968
2031
$14.3K ﹤0.01%
2,011
+1,321
2032
$14.3K ﹤0.01%
467
+78
2033
$14.2K ﹤0.01%
391
+215
2034
$14.1K ﹤0.01%
393
+170
2035
$14.1K ﹤0.01%
151
-111
2036
$14.1K ﹤0.01%
1,347
+116
2037
$14K ﹤0.01%
197
-7
2038
$14K ﹤0.01%
210
+162
2039
$14K ﹤0.01%
554
-26
2040
$14K ﹤0.01%
302
+32
2041
$14K ﹤0.01%
177
+88
2042
$14K ﹤0.01%
296
-121
2043
$13.9K ﹤0.01%
144
2044
$13.8K ﹤0.01%
1,836
+1,237
2045
$13.8K ﹤0.01%
1,000
2046
$13.8K ﹤0.01%
149
-28
2047
$13.7K ﹤0.01%
429
-302
2048
$13.7K ﹤0.01%
532
+456
2049
$13.7K ﹤0.01%
1,857
-3,877
2050
$13.7K ﹤0.01%
1,534
+137
80 81
82
83 84